Winslow Capital Management
Latest statistics and disclosures from Winslow Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOG, AVGO, AAPL, AMZN, and represent 35.85% of Winslow Capital Management's stock portfolio.
- Added to shares of these 10 stocks: GOOG (+$762M), LITE (+$511M), STX (+$499M), JCI (+$431M), KLAC (+$412M), CAT (+$374M), AFRM (+$373M), MSCI (+$297M), SNDK (+$295M), WWD (+$294M).
- Started 14 new stock positions in AXON, WWD, LITE, WDC, AFRM, STX, MSCI, JCI, CLS, AMAT. SNDK, CAT, DDOG, SPCX.
- Reduced shares in these 10 stocks: AAPL (-$1.3B), SNOW (-$820M), MSFT (-$818M), ISRG (-$459M), NFLX (-$447M), SPOT (-$284M), INTU (-$282M), AMZN (-$265M), GE (-$254M), AMD (-$253M).
- Sold out of its positions in TEAM, BKNG, BSX, CME, INTU, MELI, NOW, SYK.
- Winslow Capital Management was a net seller of stock by $-778M.
- Winslow Capital Management has $29B in assets under management (AUM), dropping by 14.46%.
- Central Index Key (CIK): 0000900973
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Portfolio Holdings for Winslow Capital Management
Winslow Capital Management holds 66 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.7 | $3.1B | -6% | 16M | 200.09 |
|
| Alphabet Inc Class C cs (GOOG) | 10.7 | $3.1B | +32% | 8.8M | 353.33 |
|
| Broadcom (AVGO) | 6.0 | $1.8B | -9% | 4.6M | 377.75 |
|
| Apple (AAPL) | 4.9 | $1.4B | -47% | 4.9M | 289.36 |
|
| Amazon (AMZN) | 3.5 | $1.0B | -20% | 4.3M | 238.34 |
|
| Microsoft Corporation (MSFT) | 2.9 | $856M | -48% | 2.3M | 373.02 |
|
| Advanced Micro Devices (AMD) | 2.9 | $848M | -22% | 1.5M | 580.91 |
|
| Eli Lilly & Co. (LLY) | 2.9 | $832M | -8% | 694k | 1199.43 |
|
| Facebook Inc cl a (META) | 2.6 | $754M | -23% | 1.3M | 563.29 |
|
| Hilton Worldwide Holdings (HLT) | 2.5 | $723M | +25% | 2.2M | 330.46 |
|
| Asml Holding (ASML) | 2.4 | $693M | 348k | 1989.44 |
|
|
| Micron Technology (MU) | 2.2 | $646M | -4% | 560k | 1154.29 |
|
| General Electric (GE) | 2.2 | $638M | -28% | 1.7M | 373.73 |
|
| Arista Networks (ANET) | 2.0 | $592M | +68% | 3.5M | 169.88 |
|
| Lumentum Hldgs (LITE) | 1.8 | $511M | NEW | 596k | 858.06 |
|
| Visa (V) | 1.7 | $505M | +8% | 1.5M | 343.09 |
|
| Seagate Technology (STX) | 1.7 | $499M | NEW | 517k | 965.00 |
|
| Tesla Motors (TSLA) | 1.7 | $484M | -21% | 1.2M | 420.60 |
|
| KLA-Tencor Corporation (KLAC) | 1.6 | $460M | +848% | 1.5M | 301.71 |
|
| Johnson Controls International Plc equity (JCI) | 1.5 | $431M | NEW | 2.9M | 146.11 |
|
| Ge Vernova (GEV) | 1.5 | $424M | -32% | 361k | 1174.86 |
|
| Analog Devices (ADI) | 1.4 | $397M | +10% | 999k | 397.17 |
|
| Trane Technologies (TT) | 1.4 | $393M | 801k | 491.16 |
|
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 1.3 | $389M | +34% | 1.2M | 334.82 |
|
| Howmet Aerospace (HWM) | 1.3 | $380M | -4% | 1.4M | 268.86 |
|
| Caterpillar (CAT) | 1.3 | $374M | NEW | 351k | 1064.90 |
|
| Affirm Hldgs (AFRM) | 1.3 | $373M | NEW | 4.6M | 81.55 |
|
| MasterCard Incorporated (MA) | 1.3 | $370M | -13% | 720k | 513.60 |
|
| Amphenol Corporation (APH) | 1.2 | $361M | +53% | 2.0M | 176.32 |
|
| Ecolab (ECL) | 1.2 | $351M | +138% | 1.3M | 278.61 |
|
| Elanco Animal Health (ELAN) | 1.1 | $333M | 14M | 24.61 |
|
|
| Applovin Corp Class A (APP) | 1.1 | $330M | +48% | 640k | 515.23 |
|
| Parker-Hannifin Corporation (PH) | 1.1 | $318M | -14% | 325k | 978.12 |
|
| McKesson Corporation (MCK) | 1.1 | $318M | +10% | 421k | 755.60 |
|
| C.H. Robinson Worldwide (CHRW) | 1.1 | $307M | +3% | 1.6M | 188.34 |
|
| Quanta Services (PWR) | 1.0 | $304M | -39% | 422k | 720.04 |
|
| Msci (MSCI) | 1.0 | $297M | NEW | 530k | 560.04 |
|
| Sandisk Corp (SNDK) | 1.0 | $295M | NEW | 130k | 2273.73 |
|
| Woodward Governor Company (WWD) | 1.0 | $294M | NEW | 690k | 425.44 |
|
| Morgan Stanley (MS) | 1.0 | $287M | +42% | 1.4M | 209.04 |
|
| Axon Enterprise (AXON) | 1.0 | $283M | NEW | 505k | 560.61 |
|
| O'reilly Automotive (ORLY) | 1.0 | $278M | +2% | 3.0M | 92.09 |
|
| Celestica (CLS) | 0.9 | $261M | NEW | 714k | 364.80 |
|
| Palantir Technologies (PLTR) | 0.8 | $231M | -42% | 2.0M | 116.67 |
|
| Space X (SPCX) | 0.8 | $230M | NEW | 1.3M | 170.86 |
|
| Oracle Corporation (ORCL) | 0.8 | $225M | +226% | 1.5M | 146.55 |
|
| Shopify Inc cl a (SHOP) | 0.8 | $219M | -36% | 1.9M | 114.18 |
|
| Texas Instruments Incorporated (TXN) | 0.7 | $194M | -5% | 651k | 298.07 |
|
| Lam Research (LRCX) | 0.7 | $193M | +2944% | 444k | 433.33 |
|
| Compass (COMP) | 0.3 | $86M | 6.9M | 12.33 |
|
|
| Ishares Tr Rssll 1000 Grwt Etf-equity (IWF) | 0.1 | $25M | +116% | 199k | 124.17 |
|
| Western Digital (WDC) | 0.1 | $20M | NEW | 32k | 638.72 |
|
| Datadog Inc Cl A (DDOG) | 0.1 | $19M | NEW | 72k | 260.36 |
|
| Intuitive Surgical (ISRG) | 0.0 | $3.0M | -99% | 7.5k | 397.68 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $2.9M | -2% | 8.2k | 357.37 |
|
| Vanguard Index Tr Growth Viper Etf-equity (VUG) | 0.0 | $2.0M | +291% | 23k | 86.14 |
|
| Applied Materials (AMAT) | 0.0 | $1.7M | NEW | 2.4k | 723.00 |
|
| Snowflake Inc Cl A (SNOW) | 0.0 | $1.4M | -99% | 5.6k | 254.50 |
|
| Spotify Technology Sa (SPOT) | 0.0 | $1.3M | -99% | 2.8k | 459.13 |
|
| Netflix (NFLX) | 0.0 | $860k | -99% | 12k | 71.40 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $546k | -58% | 16k | 34.00 |
|
| Moody's Corporation (MCO) | 0.0 | $513k | -20% | 1.1k | 452.92 |
|
| iShares S&P 500 Growth Index (IVW) | 0.0 | $414k | -9% | 3.0k | 137.53 |
|
| Uber Technologies (UBER) | 0.0 | $333k | -4% | 4.6k | 72.16 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $240k | -97% | 256.00 | 935.47 |
|
| Linde (LIN) | 0.0 | $215k | -5% | 414.00 | 518.94 |
|
Past Filings by Winslow Capital Management
SEC 13F filings are viewable for Winslow Capital Management going back to 2011
- Winslow Capital Management 2026 Q2 filed Aug. 13, 2026
- Winslow Capital Management 2026 Q1 filed May 14, 2026
- Winslow Capital Management 2025 Q4 filed Feb. 12, 2026
- Winslow Capital Management 2025 Q3 filed Nov. 13, 2025
- Winslow Capital Management 2025 Q2 filed Aug. 13, 2025
- Winslow Capital Management 2025 Q1 filed May 14, 2025
- Winslow Capital Management 2024 Q4 filed Feb. 13, 2025
- Winslow Capital Management 2024 Q3 filed Nov. 13, 2024
- Winslow Capital Management 2024 Q2 filed Aug. 13, 2024
- Winslow Capital Management 2024 Q1 filed May 14, 2024
- Winslow Capital Management 2023 Q3 filed Nov. 13, 2023
- Winslow Capital Management 2023 Q2 filed Aug. 11, 2023
- Winslow Capital Management 2023 Q1 filed May 11, 2023
- Winslow Capital Management 2022 Q4 filed Feb. 10, 2023
- Winslow Capital Management 2022 Q3 filed Nov. 14, 2022
- Winslow Capital Management 2022 Q2 filed Aug. 12, 2022